Nuveen Advisor Summit: Edward Jones

During this session, we will offer an in-depth discussion of separately managed accounts (SMAs) and their role in the municipal bond market. We’ll cover the fundamentals of SMAs by examining their key differentiators, including customization and tax-loss harvesting capabilities, and the potential benefits they may offer to client portfolios. Our thought leaders will provide a deep dive into the current fixed income market environment to connect the advantages of SMAs in today’s financial landscape, as well as position strategies for advisors to help clients understand how utilization of this investment vehicle may help contribute to their financial goals. They’ll also hear from a peer on strategies to have effective conversations on SMAs and best practices around incorporating them into their books of business.